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Disclosery

Waterfront Wealth Inc.: DES position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Waterfront Wealth Inc. on DES, newest first. How the timeline and the estimate are built.

Waterfront Wealth Inc. held 33,132 DES shares at 2026-06-30 per its 13F-HR filed 2026-07-30.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 33,132 shares
    Change vs previous 13F -659 shares

    0.21% of the 13F portfolio, value $1,330,588.

    13F-HR 0001775210-26-000008 filed by Waterfront Wealth Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 33,791 shares
    Change vs previous 13F -389 shares

    0.22% of the 13F portfolio, value $1,214,466.

    13F-HR 0001775210-26-000004 filed by Waterfront Wealth Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 34,180 shares
    Change vs previous 13F -154 shares

    0.23% of the 13F portfolio, value $1,216,819.

    13F-HR 0001775210-26-000002 filed by Waterfront Wealth Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 34,334 shares
    Change vs previous 13F -354 shares

    0.24% of the 13F portfolio, value $1,150,885.

    13F-HR 0001775210-25-000004 filed by Waterfront Wealth Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 34,688 shares
    Change vs previous 13F -56 shares

    0.25% of the 13F portfolio, value $1,101,688.

    13F-HR 0001085146-25-004458 filed by Waterfront Wealth Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 34,744 shares
    Change vs previous 13F +1 shares

    0.27% of the 13F portfolio, value $1,110,434.

    13F-HR 0001085146-25-002350 filed by Waterfront Wealth Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 34,743 shares
    Change vs previous 13F -20 shares

    0.29% of the 13F portfolio, value $1,193,422.

    13F-HR 0001085146-25-000704 filed by Waterfront Wealth Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F 34,763 shares
    Change vs previous 13F not available

    0.29% of the 13F portfolio, value $1,191,314.

    13F-HR 0001085146-24-005262 filed by Waterfront Wealth Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).